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Allied Professionals CommitteeBy Rick Bryan The Allied Professionals Committee held its Fall membership drive and networking event at The Public House on November 11th, 2009, and by all accounts, the evening was a great success. As you may know, the focus of the Allied Professionals Committee is to raise awareness of the mission of the Financial Planning Association among accountants, real estate agents, attorneys, bankers, and (for the most part) any other recognized profession. Any professional who shares in the FPA’s ethics and ideals that the best way of meeting a client’s needs is with a coordinated effort and close working relationship among the client’s many advisors, is welcome to join the FPA and network among its members. A wide variety of “allied professionals” attended this Wednesday evening event, and hopefully our guests will soon become full-fledged FPA members.
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National News
- FPA Business Solutions 2010 - March 1-3, 2010 - Dallas, Texas - The only advanced practice management conference for financial planners. Focused on the core competencies every business faces: sales and marketing, human resources management, compliance, technology and leadership. Requires minimal investment and time commitment for the most up-to-date education.
- FPA Retreat 2010 - April 22-25, 2010 - San Antonio, Texas - Retreat delves into the depths of financial planning, allows for reflection and deeper thinking while challenging the mind, sets the direction of the profession. Opportunities to share meaningful conversations, innovative ideas and tried-and-true best practices with the "who's who" of the financial planning profession.
- Spreading the Word about the Profession - Catch up on the latest FPA buzz! Don't just take our word for it – read what top newspapers and media outlets are saying about FPA.
- FPA’s Practice Management Center - Your source for practice management solutions
FPA of New York Recognized at 2009 Chapter Leaders Conference
The Financial Planning Association® (FPA®) of New York was recognized at FPA’s 2009 Chapter Leaders Conference as a Roadmap to Success Recipient and achieving an Outstanding Achievement Award in Pro Bono.
(from L-R) Chapter Leadership Resource Council Chair Reed Fraasa, CFP®, FPANY Board Members: Lauren Prince, David Mendels, Scott Brewster, Anthony Canale and Maria Eckert, & FPA President Richard Salmen, CFP®, CFA, CTFA, EA
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Register Now for the New York Chapter’s 10th Annual Spring Forum
By Lauren Prince, CFP®, CFS, CDFA™
We’re excited to let you know that the 10th Annual Spring Forum is being held at the Chase Conference Center on April 22, 2010. If you attended last year’s conference, then you know what a fabulous venue the Conference Center is. Your Spring Forum committee started planning this year’s event back in May 2009. We have the topics and speakers in place. See our website, www.fpany.org under Member Events to see the full program.
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FPANY Government Relations Update
By Kathleen Piaggesi, CFP®
Government Relations Director
Urgent news from Government Relations
RIA's acting as trustees, have power of attorney or maintain assets at an "affiliated qualified custodian" (still to be defined) are subjected to surprise audits per SEC.
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Members In The News
By Robert Wander, CFP®
We feature below our FPA NY members who have appeared in the media in recent months. Please remember to share your media successes with us by emailing robert.wander@wanderfinancial.com so you can be noted in a future Newsletter.
Read MoreGarbage In; Garbage Out
By James Tissot, CFP®
As the CFP Board contemplates the inclusion of a completed financial plan as a prerequisite for CFP® Certification, the discussion has begun as to whether the plan should be completed using spreadsheets, financial planning software or both. All three choices have their merits and advocates. This article thankfully does not explore the virtues of the different options. Instead, it focuses on some common errors made when inputting data into planning software. Some planners (especially those relatively new to the profession), can make crucial errors by relying too heavily on the default settings of their software. As the old saying goes: “Garbage in - garbage out.”
6 Ways to Take Control When Times Are Tough
By David I. Leo
Times are tough, but chronic worrying doesn't help. By focusing on what you can control, you can help your clients regain their equilibrium and lead your business forward, despite the uncertainty.
What's real?
While I am not a historian, I have lived through every recession and, more enjoyably, every expansion since the Great Depression. Here's what I remember:
A New Year’s Resolution to Keep
By Everett M. Lo
Many Americans begin each new year with a list of resolutions and goals. You may want to go on a diet, shed a little weight, do a bit more exercising, or clean out the long-neglected attic. The trouble is these well-intended goals often melt away long before winter’s snow does.
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